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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,602 | $28,624+1117.9% | $53,647+549.8% | $82,637+321.8% |
| Participation rate | 6.5% | 47.3%-40.8pp | 56.3%-49.8pp | 68.1%-61.6pp |
| Annual return | 148.96% | 664.98%-516.0pp | 358.33%-209.4pp | 53.51%+95.5pp |
| Employer contribution / active EE | $172 | $637-72.9% | $962-82.1% | $2,552-93.2% |
| Participant deferral / active EE | $1,981 | $1,196+65.6% | $1,813+9.2% | $4,126-52.0% |
| Admin fee / account holder | $3 | $2,022-99.9% | $2,460-99.9% | $7,339-100.0% |